Connect Magnetic to AI agents

Connect Magnetic to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools8Triggers2

create_contact

Create Contact

Create a new contact in Magnetic. If a matching contact already exists, the data will be appended to the existing record. A company can be associated with the contact.

get_notifications

Get Notifications

Retrieve notifications from Magnetic. Can fetch all notifications or only new/unread ones.

create_task

Create Task

Create a new task in Magnetic. Tasks can be assigned to a user, linked to an opportunity/job, and configured with dates, time estimates, and billing settings.

create_opportunity

Create Opportunity/Job

Create a new opportunity or job in the Magnetic CRM pipeline. Opportunities can be assigned to an owner and linked to a contact and company.

create_contact_record

Create Contact Record

Create an activity record (log entry) on an existing contact. Use this to track interactions like calls, emails, meetings, and follow-ups.

list_users

List Users

Retrieve all users in your Magnetic account. Returns user details including name, email, and role. Useful for looking up user IDs to assign as task owners or opportunity owners.

find_task

Find Tasks

Search for tasks by name or description. Returns matching tasks with their details including status, time tracking, and linked opportunity/job.

log_time

Log Time on Task

Log additional time on an existing task. The specified minutes are added to the task's current tracked time. Useful for recording billable hours against projects.

More integrations teams use with Magnetic

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Magnetic

Manage contacts, companies, opportunities, tasks, time tracking, and invoicing for professional services firms. Create and find contacts with detailed profiles and activity logs. Create opportunities/jobs in the CRM pipeline with owners, amounts, and due dates. Create and search tasks linked to projects, assign owners, set priorities, and add comments. Log time against tasks for billable hour tracking. Retrieve users and notifications. Export and import financial data including invoices, expenses, customers, and purchase orders.

Connect Magnetic to production AI agents

See how Metorial gives Magnetic access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Magnetic to AI agents with Metorial.

  1. Can Metorial connect Magnetic to AI agents?
    Yes. Metorial connects AI agents to Magnetic through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.